+4,671.5%
SOXL vs EQT
+52.9%
+4,618.6%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.0% | +0.6% | -8.6% | -8.3% |
| 7D | +8.5% | -1.2% | +9.6% | +9.0% |
| 30D | -13.0% | +1.1% | -14.0% | -13.7% |
| 3M | -35.9% | +4.8% | -40.7% | -38.4% |
| 6M | +112.1% | -10.6% | +122.6% | +119.3% |
| YTD | +175.4% | +3.4% | +172.0% | +162.5% |
| 1Y | +304.9% | +8.7% | +296.2% | +277.9% |
| 3Y | +448.6% | +35.0% | +413.6% | +375.6% |
| 5Y | +156.1% | +204.2% | -48.2% | +58.1% |
| All | +4,671.5% | +52.9% | +4,618.6% | +2,860.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EQT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling